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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,351 | $106,280-85.6% | $96,538-84.1% | $139,487-89.0% |
| Participation rate | 70.0% | 77.8%-7.8pp | 74.3%-4.3pp | 80.3%-10.3pp |
| Annual return | 18.69% | 38.48%-19.8pp | 35.74%-17.1pp | 373.84%-355.2pp |
| Employer contribution / active EE | $1,291 | $4,107-68.6% | $3,740-65.5% | $4,755-72.9% |
| Participant deferral / active EE | $4,167 | $5,457-23.6% | $4,880-14.6% | $6,713-37.9% |
| Admin fee / account holder | $20 | $7,888-99.7% | $6,737-99.7% | $11,407-99.8% |